Next year will be a stock-picker's market, Kate Moore of JPMorgan Private Bank said Monday.

"You need to really think about what companies, what stories, what themes can have legs in a gradually recovering, pretty constructive growth environment," she said. "But that doesn't mean that you just rotate into materials or resources or other laggards simply because they're cheaper and have underperformed the rest of the market."

On CNBC's "Halftime Report," she talked about which sectors look attractive heading into 2014.

"We like tech, industrials, financials, parts of the health-care space—despite its very strong performance in 2013," Moore said. "We're looking for real cyclical leadership in 2014, but also more differentiation between markets. We don't think it's going to be an easy market to just buy the broad index and say we're going to be able to print the same kind of 20-plus, 25-plus returns that we had this year."

Moore said that she was "constructive" on Japan, at least for the first half of 2014. "On Europe, we're expecting greater operation leverage in 2014, and, frankly, potentially double-digit earnings," she added.

She expects continued support from the Federal Reserve's quantitative easing.

"Even in our most bullish case scenario, we're still going to be seeing significant asset purchases throughout all of 2014," Moore said. "We're a couple of years away from the Fed 'normalizing' policy, and until we're seeing a real tightening of rates—until we see businesses really get affected by higher rates—we don't think we have to worry.